Canadian Natural Resources Ltd (CNQ)vsMurphy Oil Corporation (MUR)
CNQ
Canadian Natural Resources Ltd
$50.07
-0.55%
ENERGY · Cap: $103.22B
MUR
Murphy Oil Corporation
$38.50
-0.85%
ENERGY · Cap: $5.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Canadian Natural Resources Ltd generates 1393% more annual revenue ($44.68B vs $2.99B). CNQ leads profitability with a 26.3% profit margin vs 9.8%. MUR appears more attractively valued with a PEG of 0.33. MUR earns a higher WallStSmart Score of 80/100 (B+).
CNQ
Strong Buy79
out of 100
Grade: B+
MUR
Strong Buy80
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+47.9%
Fair Value
$96.11
Current Price
$50.07
$46.04 discount
Margin of Safety
-75.2%
Fair Value
$19.54
Current Price
$38.50
$18.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 43.1%
Revenue surging 69.5% year-over-year
Earnings expanding 83.8% YoY
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Keeps 26 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 37.9%
Revenue surging 35.6% year-over-year
Earnings expanding 917.0% YoY
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
ROE of 1.6% — below average capital efficiency
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CNQ
The strongest argument for CNQ centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 26.3% and operating margin at 43.1%. Revenue growth of 69.5% demonstrates continued momentum.
Bull Case : MUR
The strongest argument for MUR centers on PEG Ratio, Price/Book, Operating Margin. Revenue growth of 35.6% demonstrates continued momentum. PEG of 0.33 suggests the stock is reasonably priced for its growth.
Bear Case : CNQ
The primary concerns for CNQ are PEG Ratio.
Bear Case : MUR
The primary concerns for MUR are Altman Z-Score, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
CNQ profiles as a growth stock while MUR is a hypergrowth play — different risk/reward profiles.
CNQ carries more volatility with a beta of 0.88 — expect wider price swings.
CNQ is growing revenue faster at 69.5% — sustainability is the question.
CNQ generates stronger free cash flow (4.4B), providing more financial flexibility.
Bottom Line
MUR scores higher overall (80/100 vs 79/100) and 35.6% revenue growth. CNQ offers better value entry with a 47.9% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Canadian Natural Resources Ltd
ENERGY · OIL & GAS E&P · USA
Canadian Natural Resources Limited acquires, explores, develops, produces, markets and sells crude oil, natural gas and natural gas liquids (NGL). The company is headquartered in Calgary, Canada.
Murphy Oil Corporation
ENERGY · OIL & GAS E&P · USA
Murphy Oil Corporation is an oil and natural gas exploration and production company in the United States, Canada, and internationally. The company is headquartered in Houston, Texas.
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